Real Wealth Planning

Real Wealth Planning Financial Planning, Investment Management & Tax Strategy for Families, Organizations & Real Estate Professionals. Where Wealth Meets Wisdom.

About Our Clients:

You are a successful real estate professional helping your clients find their dream homes. You live, breathe, and sleep real estate, but you aren’t really sure if you have the financial plans in place to achieve the life you want to have, now and in the future. Maybe you are heavily invested with rental properties but have always been curious about the stock market and just don

’t know where to start. Maybe you are the breadwinner and want to be sure that you are saving enough for your children’s education, in addition to your own retirement. Or maybe retirement seems like a foreign concept that you might not like anyway! Maybe you and your spouse are dual-earners and you want to make sure you have the right financial foundation for one spouse to change careers or stop working altogether. Maybe you want to leave a legacy by sharing your time or resources with those that are less fortunate. Whoever you are, and whatever your dreams, they are unique. We will thoughtfully partner with your family to build a financial plan that helps you achieve your definition of financial freedom.

11/27/2025

Lucy is starting to read chapter books, and yesterday morning, completely on her own, picked up the book I’ve been reading by and opened it up to this page with one of our favorite quotes:

“The most valuable financial asset is not needing to impress anyone.” 🙌💪👊

Starting the new book by today - The Art of Spending Money. Our clients all know how we’re constantly preaching the gos...
10/30/2025

Starting the new book by today - The Art of Spending Money.
Our clients all know how we’re constantly preaching the gospel of The Psychology of Money, and this is the follow up.

Are you reading it?

🇺🇸Today is the day! It may take a bit to know the results, but no matter what, in January there will be 1 President, 100...
11/05/2024

🇺🇸Today is the day! It may take a bit to know the results, but no matter what, in January there will be 1 President, 100 Senators, 435 House Members and thousands of state and local elected officials, making decisions about our economy, communities, businesses, portfolios, schools, and families.

Today, of all days, thank a veteran for protecting our freedom to vote, and thank a civil servant for doing the work that keeps our infrastructure running so that our economy can continue creating the most wealth, prosperity, and freedom that the world has ever known.

For vetted election related information that follows ethical journalism guidelines, check out any of these:

🥰All you need is love… and a good financial planner. 🎶🧩At Real Wealth Planning, we believe wealth isn’t just a number — ...
10/29/2024

🥰All you need is love… and a good financial planner. 🎶🧩

At Real Wealth Planning, we believe wealth isn’t just a number — it’s about having the freedom to wake up every morning and spend your time doing what you love, with the people who matter most. 💙

Our holistic approach weaves your family values, life goals, and dreams into every part of your financial plan, because money should serve your vision, not the other way around.

Team Real Estate Wealth Planning at our annual financial planning conference. We learned SO much that we are excited to ...
09/21/2023

Team Real Estate Wealth Planning at our annual financial planning conference. We learned SO much that we are excited to bring back to our incredible clients!

Sneak peek: clients are about to get AMAZING new budgets!

Finally, welcome Bailee Beauchamp and Carrie Tracey to the REWP team! Formal intro posts coming soon!

08/24/2023

Discover the keys to unlocking financial success with Sarah Ponder, CFP® and MBA, as she guides you through a transformative journey to reshape your financial future.

Delve into a humorous account of Sarah's journey to becoming a certified financial planner and gain expert advice on establishing a solid financial strategy for real estate investments.

Sarah, the founder of Real Estate Wealth Planning, draws from her experiences as a Regional Director at Dimensional Fund Advisors and a background in education to provide valuable insights.

Tune in and let Sarah's wisdom illuminate your path to financial triumph.

Listen here: [Link in Bio] or 👉 https://podcasts.apple.com/us/podcast/417-wealth-unveiled-navigating-finances-and-realities/id1153262163?i=1000625534472

The success 🤩 of your financial plan is almost completely dependent on your ability to live below your means.❌ And this ...
08/23/2023

The success 🤩 of your financial plan is almost completely dependent on your ability to live below your means.

❌ And this doesn't mean skipping lattes! It really means looking closely at the BIG chunks of money we spend every month - particularly on our housing, transportation, insurance, and education.

Don't FSBO your financial plan! Send us a DM or click the link on my bio to get on our calendar!

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Austin, TX
78745

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